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Disclosery

Sharkey, Howes & Javer: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sharkey, Howes & Javer on SCHD, newest first. How the timeline and the estimate are built.

Sharkey, Howes & Javer held 20,763 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,763 shares
    Change vs previous 13F +49 shares

    0.08% of the 13F portfolio, value $658,390.

    13F-HR 0001642246-26-000004 filed by Sharkey, Howes & Javer
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 20,714 shares
    Change vs previous 13F +968 shares

    0.09% of the 13F portfolio, value $635,521.

    13F-HR 0001642246-26-000003 filed by Sharkey, Howes & Javer
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,746 shares
    Change vs previous 13F -3,459 shares

    0.07% of the 13F portfolio, value $541,632.

    13F-HR 0001642246-26-000001 filed by Sharkey, Howes & Javer
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 23,205 shares
    Change vs previous 13F -2,065 shares

    0.08% of the 13F portfolio, value $633,504.

    13F-HR 0001642246-25-000007 filed by Sharkey, Howes & Javer
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 25,270 shares
    Change vs previous 13F +1,017 shares

    0.09% of the 13F portfolio, value $669,648.

    13F-HR 0001642246-25-000004 filed by Sharkey, Howes & Javer
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 24,253 shares
    Change vs previous 13F -987 shares

    0.1% of the 13F portfolio, value $678,103.

    13F-HR 0001642246-25-000003 filed by Sharkey, Howes & Javer
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 25,240 shares
    Change vs previous 13F +17,043 shares

    0.1% of the 13F portfolio, value $689,565.

    13F-HR 0001642246-25-000001 filed by Sharkey, Howes & Javer
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,197 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $692,867.

    13F-HR 0001642246-24-000008 filed by Sharkey, Howes & Javer
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).